See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 26 185 ASYLUM STREET · HARTFORD, CT 06103 | Advisory (Participants) | $7,817 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $7,084 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,207 | $64,119-13.9% | $112,228-50.8% | $66,914-17.5% |
| Participation rate | 77.6% | 68.5%+9.2pp | 75.1%+2.6pp | 69.8%+7.8pp |
| Annual return | 7.87% | -13.81%+21.7pp | 27.45%-19.6pp | 1.58%+6.3pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,055 | $3,693-71.4% | $4,728-77.7% | $4,237-75.1% |
| Admin fee / account holder | $104 | $625-83.4% | $6,410-98.4% | $593-82.5% |